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Laidlaw Wealth Management’s Adobe ADBE Stock Holding History

Laidlaw Wealth Management’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,405
Closed -$2.4M – 59
2024
Q4 		$2.4M Sell
5,405
-13
-0.2% -$6.44K 1.05% 25
2024
Q3 		$2.81M Buy
5,418
+52
+1% +$28.5K 1.39% 17
2024
Q2 		$2.98M Sell
5,366
-123
-2% -$59.6K 1.64% 16
2024
Q1 		$2.77M Sell
5,489
-1,896
-26% -$1.09M 1.55% 15
2023
Q4 		$4.41M Sell
7,385
-1
-0% -$577 1.6% 7
2023
Q3 		$3.77M Sell
7,386
-3,455
-32% -$1.81M 1.25% 15
2023
Q2 		$5.3M Buy
10,841
+3
+0% +$1.21K 1.04% 15
2023
Q1 		$4.18M Sell
10,838
-262
-2% -$93.1K 0.85% 24
2022
Q4 		$3.74M Sell
11,100
-954
-8% -$305K 0.8% 24
2022
Q3 		$3.32M Sell
12,054
-710
-6% -$269K 0.78% 27
2022
Q2 		$4.67M Buy
12,764
+320
+3% +$130K 0.95% 15
2022
Q1 		$5.67M Sell
12,444
-3,172
-20% -$1.53M 0.95% 20
2021
Q4 		$8.86M Buy
15,616
+125
+0.8% +$78.1K 1.42% 8
2021
Q3 		$8.92M Buy
15,491
+769
+5% +$484K 2.29% 4
2021
Q2 		$8.62M Buy
14,722
+257
+2% +$132K 2.22% 7
2021
Q1 		$6.88M Sell
14,465
-8,322
-37% -$3.89M 2.35% 6
2020
Q4 		$11.4M Buy
22,787
+3,874
+20% +$1.87M 2.4% 4
2020
Q3 		$9.28M Sell
18,913
-1,895
-9% -$882K 4.12% 3
2020
Q2 		$9.06M Buy
20,808
+185
+0.9% +$68.5K 4.73% 2
2020
Q1 		$6.56M Sell
20,623
-1,884
-8% -$644K 4.3% 2
2019
Q4 		$7.42M Buy
+22,507
New +$6.62M 4.69% 2

Other funds holding ADBE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laidlaw Wealth Management's ADBE Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Adobe (ADBE) in Q1 2025, closing a stake of 5,405 shares — an estimated $2.4M sold.

Laidlaw Wealth Management first reported a position in ADBE in Q4 2019 and held it in 21 quarters. The position peaked at $11.4M in Q4 2020. 2,700 funds tracked by Wall St. Rank hold ADBE as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Adobe position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 5,405 Adobe shares in Q1 2025, an estimated $2.4M.
  • Laidlaw Wealth Management first reported a position in Adobe in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's Adobe position peaked at $11.4M in Q4 2020.
  • 2,700 funds tracked by Wall St. Rank held Adobe as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.